SPDR 시리즈 트러스트 - 스테이트 스트리트 SPDR 포트폴리오 중기 회사채 ETF
US ˙ ARCA ˙ US78464A3757

SecuritySPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership62,091 shares
Latest Disclosed Value $ 2,082,532
IFP Advisors, Inc reports 44.78% increase in ownership of SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 62,091 shares of SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (US:SPIB) valued at $2,082,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 42,886 shares of SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF. This represents a change in shares of 44.78% during the quarter. The current value of the position is $2,063,905 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SPDR SERIES TRUST cs 78464A375 62,091 19,205 44.78 2,083 43.69 0.0432
2026-02-06 2025-12-31 13F SPDR SERIES TRUST cs 78464A375 42,886 2,268 5.58 1,450 5.31 0.0326
2026-02-06 2025-09-30 13F/A-1 SPDR SERIES TRUST PORTFOLIO INTRMD cs 78464A375 40,618 7,551 22.84 1,377 23.96 0.0357
2025-12-02 2025-09-30 13F SPDR SERIES TRUST PORTFOLIO INTRMD cs 78464A375 40,640 7,573 1,377 0.0355
2025-07-24 2025-06-30 13F SPDR SERIES TRUST PORTFOLIO INTRMD cs 78464A375 33,067 -20,387 -38.14 1,110 -37.50 0.0316
2025-05-05 2025-03-31 13F SPDR SER TR cs 78464A375 53,454 -15,994 -23.03 1,777 -21.93 0.0548
2025-02-04 2024-12-31 13F SPDR SER TR cs 78464A375 69,448 6,466 10.27 2,275 7.16 0.0745
2025-02-04 2024-09-30 13F SPDR SER TR cs 78464A375 62,982 -430 -0.68 2,123 2.86 0.0765
2024-07-30 2024-06-30 13F SPDR SER TR cs 78464A375 63,412 -1,444 -2.23 2,065 -2.64 0.0819
2024-07-30 2024-03-31 13F SPDR SER TR cs 78464A375 64,856 27,293 72.66 2,120 71.94 0.0930
2024-01-09 2023-12-31 13F SPDR SER TR cs 78464A375 37,563 -40,987 -52.18 1,233 -50.08 0.0582
2023-10-12 2023-09-30 13F SPDR SER TR cs 78464A375 78,550 -13,798 -14.94 2,470 -16.69 0.1111
2023-08-14 2023-06-30 13F/A-1 SPDR SER TR cs 78464A375 92,348 57,304 163.52 2,965 154.73 0.1240
2023-08-04 2023-06-30 13F SPDR SER TR cs 78464A375 92,348 57,304 3,070 0.1420
2023-04-18 2023-03-31 13F SPDR SER TR cs 78464A375 35,044 -18,269 -34.27 1,165 116,300.00 0.0507
2023-02-07 2022-12-31 13F SPDR SER TR cs 78464A375 53,313 -148,207 -73.54 2 -99.99 0.0476
2022-11-08 2022-09-30 13F SPDR SER TR cs 78464A375 201,520 140,258 228.95 6,704 228.31 0.1747
2022-09-06 2022-06-30 13F/A-1 SPDR SER TR cs 78464A375 61,262 0 0.00 2,042 0.00 0.0655
2022-09-06 2022-03-31 13F/A-1 SPDR SER TR cs 78464A375 61,262 27 0.04 2,042 -7.69 0.0655
2022-08-08 2022-03-31 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 191,559 130,324 6,371 0.1301
2022-01-12 2021-12-31 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 61,235 33,856 123.66 2,212 121.42 0.0432
2021-10-06 2021-09-30 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 27,379 -28,437 -50.95 999 -51.22 0.0200
2021-07-13 2021-06-30 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 55,816 44,422 389.87 2,048 398.30 0.0424
2021-04-30 2021-03-31 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 11,394 -2,790 -19.67 411 -22.01 0.0080
2021-01-25 2020-12-31 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 14,184 2,293 19.28 527 21.15 0.0214
2020-10-29 2020-09-30 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 11,891 1,980 19.98 435 20.50 0.0260
2020-08-05 2020-06-30 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 9,911 902 10.01 361 18.36 0.0286
2020-05-12 2020-03-31 13F SPDR SER TR PORTFOLIO INTRMD Stock 78464A375 9,009 997 12.44 305 8.54 0.0308
2020-01-17 2019-12-31 13F SPDR SERIES TRUST PORTFOLIO INTRMD Stock 78464A375 8,012 -137,515 -94.49 281 -94.53 0.0211
2019-11-07 2019-09-30 13F SPDR SERIES TRUST PORTFOLIO INTRMD Stock 78464A375 145,527 122,783 539.85 5,133 562.32 0.3439
2019-05-15 2019-03-31 13F SPDR PORTFOLIOINTERMEDIATE TERM CORPBOND ETF ETF 78464A375 22,744 -24,506 -51.86 775 -50.26 0.1058
2019-06-03 2018-12-31 13F/A-10 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 47,250 7,200 17.98 1,558 16.79 0.0950
2019-01-23 2018-12-31 13F SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 47,250 7,200 1,558 0.0950
2019-06-03 2018-09-30 13F/A-9 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 40,050 6,747 20.26 1,334 20.29 0.0544
2018-10-25 2018-09-30 13F SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 40,050 6,747 1,334 0.0544
2019-06-03 2018-06-30 13F/A-8 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 33,303 8,271 33.04 1,109 29.40 0.0466
2018-08-07 2018-06-30 13F SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 33,303 1,226 1,109
2019-06-03 2018-03-31 13F/A-7 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 25,032 0 0.00 857 0.00 0.0388
2018-05-09 2018-03-31 13F SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 32,077 7,045 1,076
2019-06-03 2017-12-31 13F/A-6 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 25,032 3,253 14.94 857 13.96 0.0388
2018-01-24 2017-12-31 13F SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 25,032 3,253 857
2017-10-30 2017-09-30 13F SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 21,779 1,438 7.07 752 7.43 0.0299
2019-06-03 2017-06-30 13F/A-5 SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 20,341 52 0.26 700 1.16 0.0297
2017-07-31 2017-06-30 13F SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 20,341 52 700
2019-06-03 2017-03-31 13F/A-4 SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 20,289 889 4.58 692 5.17 0.0301
2017-04-26 2017-03-31 13F SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 20,289 889 692
2019-06-03 2016-12-31 13F/A-3 SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 19,400 2,630 15.68 658 12.48 0.0318
2017-02-14 2016-12-31 13F SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 19,400 2,630 658
2016-11-04 2016-09-30 13F SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 16,770 2,817 20.19 585 20.12 0.0304
2019-06-03 2016-06-30 13F/A-2 SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 13,953 -8,791 -38.65 487 -37.16 0.0272
2016-08-22 2016-06-30 13F SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 13,953 -8,791 487
2019-06-03 2016-03-31 13F/A-1 SPDR PORTFOLIOINTERMEDIATE TERM CORPBOND ETF ETF 78464A375 22,744 20,704 1,014.90 775 1,039.71 0.1058
2016-05-02 2016-03-31 13F SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 10,449 8,409 358
2016-02-11 2015-12-31 13F SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 2,040 2,040 68 0.0046
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.